Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-767
Closed -$207K 163
2021
Q4
$207K Sell
767
-96
-11% -$25.9K 0.05% 161
2021
Q3
$209K Buy
+863
New +$209K 0.05% 150